BWAM

Boyd Watterson Asset Management Portfolio holdings

AUM $346M
1-Year Est. Return 26.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$4.38M
2 +$1.59M
3 +$1.49M
4
CSX icon
CSX Corp
CSX
+$1.35M
5
LOW icon
Lowe's Companies
LOW
+$1.33M

Top Sells

1 +$716K
2 +$419K
3 +$405K
4
CMG icon
Chipotle Mexican Grill
CMG
+$371K
5
BDX icon
Becton Dickinson
BDX
+$333K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.79%
3 Industrials 9.97%
4 Financials 8.2%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,015
127
-8,009